Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $100,125-100.0% | $81,482-100.0% | $145,978-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 30.55% | 34.44%-3.9pp | 24.79%+5.8pp | 550.52%-520.0pp |
| Employer contribution / active EE | $3,166 | $2,977+6.3% | $2,463+28.5% | $4,662-32.1% |
| Participant deferral / active EE | $6,244 | $4,609+35.5% | $3,885+60.7% | $6,690-6.7% |
| Admin fee / account holder | $0 | $8,198-100.0% | $5,761-100.0% | $13,400-100.0% |